Lws Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History
Lws Wealth Advisors, Inc.
- $255 Million
- Q4 2023
A detailed history of Lws Wealth Advisors, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 9,089 shares of VTEB stock, worth $452,268. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,089
Previous 6,391
42.22%
Holding current value
$452,268
Previous $307,000
50.81%
% of portfolio
0.18%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding VTEB
# of Institutions
1,301Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.92 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.67 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.63 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.25 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.03 Billion0.39% of portfolio